TWEETS

Top 50 Sales Management Tools on the Salesforce AppExchange

By Angela Stringfellow | March 7, 2017

When it comes to sales software and CRM platforms, Salesforce is the undisputed leader. That’s why organizations and sales managers look to the Salesforce AppExchange when they need tools to help their sales teams increase their productivity and performance. The only problem is the AppExchange is growing larger every day, and executives and sales managers don’t have the time to sift through and find the cream of the crop.

That’s why we created this list of 50 top sales management tools available on the Salesforce AppExchange. With an eye toward closing more deals, reducing inefficiency, and increasing sales effectiveness, we have organized the apps in key categories that make managing sales a more streamlined process. While we have listed our picks for the top 50 sales management tools on the AppExchange here in no particular order, we have included a table of contents to help you easily access the tools best suited to your team’s needs.

Sales professionals use Geopointe to transform their Salesforce data into valuable business insights. The tool allows sales teams to search, analyze, route, and take action to unlock the where of their data.

Edit Quotas, by Salesforce Labs, is a forecasting and territory management sales tool that aids sales managers in viewing and setting quotas using the Salesforce graphical user interface. The collaborative forecasting aids users in tracking your business more securely.

Key Features:

Enter your rep’s quotas only through the API

Simple screens to view and edit sales reps’ forecasts

Set new quotas quickly by copying them from a previous forecast period

Security controls ensure quotas can be viewed and edited only by people who are authorized to do so

Opportunity Planning Wall is a sales enablement tool from Logicline that helps sales teams visualize and modify the opportunity pipeline graphically. The app especially helps sales reps who get lost in the sales pipeline and need a more visual, interactive tool for sales planning.

Key Features:

Visualizes your opportunities as color-coded cards on a virtual wall

Filter, sort, and group opportunities by any standard and custom field

Drag & drop editing of opportunities for more productive and enjoyable collaboration

For sales pros who want to take an intelligent, predictive approach to forecasting and pipeline management, Predictive Pipeline and Forecast Management is a free app from Foretuit. Sales managers choose this AppExchange sales tool to help their reps see their pipeline and manage their forecasts to predict deal success based on the real-world activity around the opportunity.

Key Features:

App automatically gathers the data it needs, making it accurate and up-to-date at all times

Analyzes reps’ past successes and compares these to their pipelines to predict which opportunities are on track and which are at risk in the forecast

See the complete picture to uncover hidden risks and discover what reps have overlooked

A sales tool built to increase sales effectiveness, FunnelSource: Pipeline Management and Forecasting has become the highest-rated pipeline management and forecasting app on the AppExchange. FunnelSource provides everyone in the sales organization with real-time visibility.

Key Features:

The straightforward, quota-centric view is designed for how salespeople think and aims to boost efficiency, data integrity, and accountability

Single-screen interface replaces multiple dashboards and reports

Real-time view of the funnel to manage proactively and hold reps accountable

From Touchpoint Solutions, Territory Management Made Easy is a forecasting and territory management app that makes it easier to create and manage sales teams. The app also minimizes the impact of rep turnover and territory realignment.

Key Features:

Automatically assign accounts, contacts, open opportunities, and open activities to the new territory owner

Use What Ifs to determine how a new territory definition affects the number of accounts, year-to-date sales, and the pipeline

An app by Salesforce Labs, Clean Your Room! inspires sales teams with a weekly pipeline housekeeping dashboard. Sales reps will not want to be listed on the leaderboard because it displays deals that have been pushed multiple times, deals without recent activity, and deals that are missing key data.

Key Features:

Uses a push counter trigger to determine how many times an opportunity has been pushed forward to close

Details opportunities that are set to close but have not had any recent activity

Lists opportunities that are missing next steps, products, partners, etc.

A sales performance analytics company for fast-growing tech businesses, Insight Squared offers a free sales leaderboard on the AppExchange. Whether you are tired of paying for a sales motivation tool or you have never tried one before, the Leaderboard by InsightSquared is a highly-rated option.

For companies that are weary of losing to the competition, Know Your Enemy is an app by Salesforce Labs that leverages Chatter, content, news, and Twitter to help you learn more about what they are doing. The app also helps companies identify the competitive experts within your organization.

A comprehensive, integrated enterprise gamification platform for employee engagement, GamEffective is available for use with Salesforce to supercharge your organization’s sales performance with digital motivation and real-time feedback. With GamEffective, you can drive behaviors and performance while simultaneously offering feedback and communicating targets.

A leading Salesforce and Force.com consultancy, Corsica enables their Global 1000 clients to accomplish more than they thought possible. Their gamification app, Corsica, increases engagement, loyalty, performance, adoption, and motivation while aligning teams with corporate goals.

Key Features:

Create objectives based on standard and custom objects and standard and custom fields

Limit eligibility of objectives to specific users, groups, and roles to drive tailored behaviors and development in each area of your business

Includes all necessary components for successful gamification: objectives aligned with corporate goals, reward and recognition for achievements, and feedback for measuring progress toward goals

Formerly Enabler4Sheets, G-Connector is a productivity app that helps companies save money on SFDC licenses because it enables your non-SFDC users to see live SFDC data. G-Connector also automatically refreshes SFDC reports or data pulled with SOQL.

Key Features:

Salesforce Data Loader directly from Google Sheets

Data snapshots saved to Google Drive

Data monitoring and metrics, plus send alerts to multiple recipients

Add-on to Google Spreadsheets pulls any data from Salesforce and schedules automatic refreshing of that data even if you are offline

Conga increases productivity across businesses by streamlining Salesforce. One of their productivity tools, Conga Courier, is available on the AppExchange and helps sales teams extend your Salesforce report delivery.

Key Features:

Schedule and automatically email an unlimited number of individual Salesforce reports

Customize email sender, recipients, and message

Embed report in email or send as an attachment in Excel, CSV, or Printable View

GaugeLabs simplifies approval management to speed the sales process and increase productivity. Their Approval Manager is a powerful suite of applications that helps companies improve their in-house approval process to save deals before opportunities are lost to competitors.

Key Features:

Forecast and measure the number of records that are submitted, approved, or rejected

Escalate approval records that are pending over a specific period of time

Automate approval submission

Remove bottlenecks in the approval process by automatically sending reminders and messages to the approval manager

InsideSales offers a leading sales acceleration platform that is built on Neuralytics, a predictive and prescriptive self-learning engine. Their PowerDialer for Salesforce enhances sales communication and helps sales teams be as productive as possible.

Use unlimited related and unrelated standard or custom objects simultaneously to create, retrieve, update, delete, or insert data across an infinite number of Excel worksheets for a powerful data loader

Tact is the sales experience platform that transforms any connected device into an AI-powered smart assistant via voice, SMS, and an offline mobile app. In fact, their productivity app helps sales teams have everything you need at your fingertips.

Key Features:

Automates data entry and delivers insights to make any time selling time

Instantly logs activities into CRM by logging seller activities after each customer call or meeting and capturing essential details of each interaction in seconds

A mobile enterprise solutions company based in Silicon Valley, Luminix, Inc., offers Pulsar for Salesforce. This productivity app makes it possible for sales professionals to access Salesforce offline on iOS, Android, and Windows devices.

Key Features:

Intuitive and easy to use

Your data is ready for offline read/write access

Unified view for calendar and Salesforce events

Manage opportunities, set appointments, keep track of tasks, fill out surveys, and take and complete orders while onsite with customers

Algoworks focuses their work on mobility, Salesforce, business intelligence, ECM, and software product engineering. Their Opportunity Manager is a force.com native application that was inspired by the demands and preferences of thousands of users of the basic opportunity tool in Salesforce.

Minutz is a leading meeting management software that helps companies revolutionize the way you manage meetings. With Minutz, sales managers capture and distribute meeting minutes, track actions, and record decisions.

Key Features:

Easily create, plan, and manage all your meetings with Minutz

Produces and distributes professionally formatted PDF agendas and minutes at the touch of a button

Track meeting actions through to completion with a full audit trail

Record decisions and meeting attendance

Find important meetings notes or decisions easily through intelligent search of your full historical meeting database

CM-Focus specializes in developing apps on the force.com platform and other SaaS solutions. Their AccountPal is a productivity app designed to bridge the gap between sales and marketing for account-based marketing.

Key Features:

Drives account-based sales, marketing, and lead processing

Current market engagement analytics

Assign leads to the appropriate account owners using account-based routing

Import target accounts and contacts for account-based marketing from LinkedIn

Cost: $49.99/user/month

Sales Performance Tools

From Salesforce Labs, the Sales Activity Dashboard shows how an organization can analyze a sales rep’s activity rates and types against opportunities. This sales performance tool gives sales managers the ability to view the types of activity their sales team members engage in on opportunities.

The Gary Smith Partnership works to expand businesses through the implementation of Salesforce and marketing automation applications. The GSP Sales Dashboard – Enterprise+ is one Gary Smith Partnership app that delivers exceptional pipeline and sales performance visibility for enterprises.

Key Features:

Fully customizable dashboard

Gain visibility into the size, trend, and quality of the sales pipeline and sales performance

Trending Opportunity, a sales performance app by Salesforce Labs, delivers simple dashboards and reports that allow sales teams to compare opportunity amounts from the previous year to current amounts. View all your opportunities and the total amount earned last year versus this year to improve your sales performance.

Key Features:

No set-up required, thanks to pre-installed reports and dashboards

Lists all opportunities by rep

Lists total amount earned this year versus the amount at the same time last year

Sales History Advanced Dashboard, from Salesforce Labs, delivers powerful analytics to help you understand your sales cycles. This sales performance tool utilizes analytics features such as multi axis charts and functions like PREVGROUPVAL.

Model N is the leading provider of revenue management cloud solutions for life sciences and technology industries. Their Model N CDM for Salesforce is a fully-automated channel data management solution for Salesforce that provides accurate and timely intelligence for real-time visibility to channel POS and inventory data.

Impartner delivers the industry’s most robust SaaS-based partner relationship management and marketing automation platform solutions. Their partner management app is designed for companies that sell through partners and provides you with everything you need to successfully sell, service, and support your company’s solutions.

Key Features:

Provides an enterprise-class web application for managing all aspects of the partner lifecycle

Fully customizable with your company branding

Can be up and running in 30 days with the highly-engineered Velocity 3-step onboarding process

Angela takes the skillful word-crafting of journalism and applies it to digital media marketing. Powerful brand storytelling, distributed to the right audience, in the right format at the right time to drive engagement is the name of her game.